CIBC was pleased to announce that Lowenhaupt Global Advisors (LGA) joined CIBC Private Wealth Management, effective September 3, 2019. (For more information, view the press release.) The combination of our talented teams further builds on CIBC Private Wealth’s ability to address the complex needs of ultra-high net worth, multi-generational families.
CIBC has a long-standing relationship with LGA, which began more than seventy years ago, when a client of Charles Lowenhaupt’s grandfather hired legacy Stein Roe and Farnham (acquired by Atlantic Trust, now CIBC Private Wealth) to manage their family wealth. Since then, many of LGA’s clients have chosen to work with CIBC Private Wealth for management of their portfolios.
Chris Quinn, formerly president of LGA and now managing director and team executive, and the LGA family office team have relocated to our existing St. Louis office, with two team members remaining based in New York. Charles Lowenhaupt will remain independent and continue to practice law through Lowenhaupt & Chasnoff LLC, as well as advise his clients, write and lecture.
CIBC welcomes LGA’s clients and strong team to our firm. Together, we will deliver on our purpose of helping our clients realize their ambitions for their wealth, both today and for generations to come.
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